Help Your Clients Create
Living Trusts in Under an Hour

Skip the attorney delays and save your homeowner clients thousands of dollars. Become a Living Trust referral partner and provide exceptional value while earning additional revenue.

Make Estate Planning
Easy and Accessible

Empower your clients to protect their homes and assets affordably — no lawyers, no delays, no stress.

Trusted by Financial
Advisors Across California

Join a growing network of professionals simplifying estate planning for thousands of families.

Join Our Program

Sign up and get approved in 24 hours — no fees.

Get Your Personal Link

Get your unique branded link to share with clients.

Refer Your Clients

Clients complete their Living Trust in 1 hour.

Earn Commission

Earn or offer 10% on every referral.

Become an EZ Living Trust Partner Today

Join hundreds of professionals growing their income while helping clients protect their legacy.

We’re With You Every Step of the Way

Access dedicated partner support, ready-to-use marketing materials, and easy online tracking to grow your business effortlessly.

Perfect for Licensed Financial Professionals

Join thousands of professionals who are already helping their clients secure their family's future

Financial Advisors

Estate planning expertise

Notary Publics

Document authentication

Insurance Agents

Asset protection focus

CPAs

Tax planning integration

Real Estate Agents

Property transfer planning

Simple, Transparent Pricing

No hidden fees. No setup costs. Just value.

Single Person
$ 750
Complete estate planning package
  • Living Trust
  • Pour-Over Will
  • Financial Power of Attorney
  • Healthcare Directive
  • 100-page estate plan binder
Get Started

Partner Benefits

Discover why over 1,000 financial professionals have joined our partner program

10% Referral Commission

Earn substantial recurring income from every successful Living Trust creation
Up to $200 per referral

Client Discount Option

Alternatively, offer your clients up to 10% discount to strengthen relationships
Build client loyalty

Quick 1-Hour Process

Clients can complete their Living Trust in just one hour, making it easy to recommend
Minimal time investment

Licensed & Insured

Our service is fully licensed and insured, giving you and your clients peace of mind
Professional credibility

Dedicated Support

Get dedicated partner support and marketing materials to help promote the service
Marketing assistance

No Upfront Costs

Join the program for free with no monthly fees or minimum requirements
Risk-free partnership

News & Updates

Partner Updates

Stay informed with the latest news, announcements, and program improvements designed to help you grow your Living Trust referrals.

Partner Corner

Your space for tips, resources, and the latest updates to support your success as an EZ Living Trust Partner.

Need something else?

Download
sample forms

Frequently Asked Questions

Partner Dashboard

Resources Library

Training Videos

White Label Program

Contact Support

Request a Demo

Success Stories

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For inquiries and concerns:
hello@ezlivingtrust.com
(626) 597-0577
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Our mission is simple: Every family deserves peace of mind through a Living Trust and estate plan. We make estate planning affordable and accessible for working-class families across the U.S., helping protect homes from probate and ensuring smooth, cost-free wealth transfer to the next generation.

For families with basic estate needs, we offer an easy, affordable DIY online package—at a fraction of the cost of traditional law firms.
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EZ Living Trust is a division of Strategic Choices Financial, Inc. Neither is a law firm and cannot provide legal or tax advice. The information on this site is for informational and educational purposes only.

Strategic Choices Financial, Inc, dba EZ Living Trust is registered as a Legal Document Assistant in Los Angeles County, CA #987456, and is licensed and bonded.

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